VFH icon

Vanguard Financials ETF
VFH

Overview Fund Activity

621 hedge funds and large institutions have $5.02B invested in Vanguard Financials ETF in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 192 increasing their positions, 206 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+31
Holders Change %
+5.25%
% of All Funds
9%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
85
Increased
192
Reduced
206
Closed
47
Calls
$8.55M
Puts
$1.56M
Net Calls
+$6.98M
Net Calls Change
+$1.93M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$170M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$122M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$40M
4
EWG
Executive Wealth Group
Washington
$31.6M
5
PCH
PGIM Custom Harvest
New Jersey
$67.4M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$0
2
Morgan Stanley
Morgan Stanley
New York
$279M
3
UBS Group
UBS Group
Switzerland
$0
4
AP
Advisors Preferred
Maryland
$29.1K
5
MIS
Morningstar Investment Services
Illinois
$28M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
351
Vanguard Group
Pennsylvania
$403K – – –
PFA
352
Pure Financial Advisors
California
$402K – – –
DI
353
DAGCO Inc
Ohio
$399K +$399K +3,894 New
AA
354
Advisory Alpha
Michigan
$394K +$394K +3,848 New
CIBC Private Wealth Group
355
CIBC Private Wealth Group
Georgia
$394K -$226K -2,222 -36%
PIA
356
Panoramic Investment Advisors
Colorado
$392K +$11.8K +115 +3%
TI
357
tru Independence
Oregon
$384K +$1.43K +14 +0.4%
CIA
358
Compass Ion Advisors
Pennsylvania
$384K +$17.8K +174 +5%
NWM
359
NRI Wealth Management
California
$383K -$85.2K -832 -18%
BFG
360
Bouchey Financial Group
New York
$382K -$72K -703 -16%
VIM
361
Vista Investment Management
Pennsylvania
$380K -$24.2K -236 -6%
HI
362
Harbour Investments
Wisconsin
$377K +$119K +1,161 +46%
Chevy Chase Trust
363
Chevy Chase Trust
Maryland
$375K +$375K +3,661 New
CD
364
Chapin Davis
Maryland
$372K +$3.17K +31 +0.9%
TSS
365
Two Sigma Securities
New York
$372K +$372K +3,629 New
PCA
366
Pallas Capital Advisors
Massachusetts
$368K -$102 -1 -0%
Empower Advisory Group
367
Empower Advisory Group
Colorado
$366K -$10.4K -102 -3%
MCWS
368
McKinley Carter Wealth Services
West Virginia
$366K +$44.1K +431 +14%
BFA
369
Bragg Financial Advisors
North Carolina
$364K +$15.8K +154 +5%
TI
370
Trexquant Investment
Connecticut
$358K -$66.7K -651 -16%
AP
371
Americana Partners
Texas
$358K +$70.5K +688 +25%
GM
372
GeoWealth Management
Illinois
$355K +$3.99K +39 +1%
CWM
373
Collaborative Wealth Management
Florida
$352K -$11.5K -112 -3%
MFGM
374
Marshall Financial Group (Maryland)
Maryland
$350K +$819 +8 +0.2%
GC
375
Gilbert & Cook
Iowa
$348K -$176K -1,715 -34%
13 14
15
16 17